Purchases and Sales Made in Q1 2025 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2025. The information is specifically focused on institutions that hold shares of ELI LILLY & Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-310- 5.56% |
$225K - $288K
|
5.26K
$4.32M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-310- 5.79% |
$225K - $288K
|
5.04K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Emerald Advisers, LLC
|
SELL
|
- |
-311- 19.54% |
$226K - $289K
|
1.28K
$1.05M
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-322- 3.32% |
$234K - $299K
|
9.38K
$7.71M
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-325- 1.51% |
$236K - $302K
|
21.2K
$17.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-331- 9.56% |
$240K - $308K
|
3.13K
$2.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-335- 6.38% |
$243K - $311K
|
4.92K
$4.04M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-337- 37.49% |
$245K - $313K
|
562
$462K
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-338- 18.58% |
$245K - $314K
|
1.48K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-341- 5.43% |
$247K - $317K
|
5.94K
$4.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-343- 4.25% |
$249K - $319K
|
7.73K
$6.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-343- 6.54% |
$249K - $319K
|
4.9K
$4.03M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-343- 2.09% |
$249K - $319K
|
16.1K
$13.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-344- 3.8% |
$250K - $320K
|
8.71K
$7.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-344- 30.23% |
$250K - $320K
|
794
$652K
|
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
SELL
|
- |
-344- 15.52% |
$250K - $320K
|
1.87K
$1.54M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-351- 39.31% |
$255K - $326K
|
542
$445K
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-352- 6.81% |
$255K - $327K
|
4.82K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-353- 5.4% |
$256K - $328K
|
6.19K
$5.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-360- 5.95% |
$261K - $335K
|
5.69K
$4.68M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-363- 1.98% |
$263K - $337K
|
17.9K
$14.7M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-364- 2.75% |
$264K - $338K
|
12.9K
$10.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-367- 17.28% |
$266K - $341K
|
1.76K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-371- 6.44% |
$269K - $345K
|
5.39K
$4.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-372- 8.66% |
$270K - $346K
|
3.93K
$3.22M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-375- 2.34% |
$272K - $349K
|
15.7K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-377- 8.2% |
$274K - $351K
|
4.22K
$3.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-380- 10.41% |
$276K - $353K
|
3.27K
$2.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-385- 4.08% |
$279K - $358K
|
9.05K
$7.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-395- 9.38% |
$287K - $367K
|
3.82K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-398- 0.72% |
$289K - $370K
|
54.7K
$44.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-400- 29.52% |
$290K - $372K
|
955
$784K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-404- 9.13% |
$293K - $376K
|
4.02K
$3.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-406- 28.51% |
$295K - $377K
|
1.02K
$836K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-410- 1.73% |
$298K - $381K
|
23.3K
$19.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-410- 1.86% |
$298K - $381K
|
21.7K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-412- 3.33% |
$299K - $383K
|
12K
$9.84M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-420- 1.14% |
$305K - $390K
|
36.5K
$30M
|
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-422- 1.54% |
$306K - $392K
|
26.9K
$22.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-424- 8.08% |
$308K - $394K
|
4.82K
$3.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-435- 15.9% |
$316K - $404K
|
2.3K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-444- 2.82% |
$322K - $413K
|
15.3K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-448- 7.96% |
$325K - $417K
|
5.18K
$4.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-453- 11.63% |
$329K - $421K
|
3.44K
$2.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-457- 8.86% |
$332K - $425K
|
4.7K
$3.86M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-459- 6.69% |
$333K - $427K
|
6.4K
$5.26M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-460- 12.61% |
$334K - $428K
|
3.19K
$2.62M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-461- 34.48% |
$335K - $429K
|
876
$720K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-462- 0.43% |
$335K - $430K
|
106K
$87.3M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-467- 34.49% |
$339K - $434K
|
887
$729K
|